Connected Onboarding
Modernize and automate customer lifecycle management.
Trusted by leading Financial Services institutions.
Onboarding institutional clients is complex, risky and unacceptably slow. It often takes many months to onboard an institution as a client and the stakes are high — the longer the onboarding window, the greater the risk of delay or loss of revenue.
What is needed is a flexible solution that takes the risk out of onboarding, accelerates time to revenue, and empowers business users with complete control of the onboarding journey.
Connected, automated and personalized.
Onboard faster. Manage exceptions. Reduce compliance overhead.
End-to-end process orchestration
Leverage business-friendly controls with templates, built-in intelligence for document management, and integrations.
Actionable process metrics
Identify delays and make process improvements to accelerate time-to-funding.
Configurable onboarding templates
Change pre-built industry templates and tailor them to support specific customer needs.
Comprehensive audit trail
Gain a complete view of onboarding history with key actions and changes by activity.
Initial KYC screening
Incorporate an initial KYC screening questionnaire as part of a new onboarding.
- Secure HIPAA-Compliant and HITRUST-Certified Cloud
- Response Hub
- Contact Tracing
- Vaccine Insights
- Facility Reporting
Customer Success Stories
The low-code, rapid deployment, and easy-to-tweak nature of the Appian platform has leant itself well to the requirements of technology-savvy capital markets firms.
Appian is a software company that automates business processes. The Appian Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences.
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